HPE CEO Antonio Neri on FY26 guidance, company strategic priorities and growth outlook
HPE CEO Antonio Neri joins 'Squawk Box' to discuss the lower guidance for fiscal year 2026, the company's strategic priorities, growth outlook, impact of AI, company valuation, state of the AI boom, and more.
HPE Surprises Wall Street With 2026 Forecast. Stock Falls.
The server maker, focused on new AI opportunities, forecast weaker-than-expected revenue growth for the coming year. It also boosted its dividend by10%.
Hewlett Packard Enterprise Company (HPE) Shareholder/Analyst Call Transcript
Hewlett Packard Enterprise Company (NYSE:HPE ) Shareholder/Analyst Call October 15, 2025 3:00 PM EDT Company Participants Paul Glaser - MD, SVP and Head of Pathfinder Antonio Neri - CEO, President & Director Rami Rahim - Chief Executive Officer Marie Myers - Executive VP & CFO Shannon Cross - Senior VP, Chief Strategy Officer & Investor Relations Neil MacDonald - Executive VP & GM of HPE Server Business Fidelma Russo - Executive VP, GM of Hybrid Cloud & CTO Shannon Cross Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Wamsi Mohan - BofA Securities, Research Division Asiya Merchant - Citigroup Inc., Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Erik Woodring - Morgan Stanley, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Timothy Long - Barclays Bank PLC, Research Division Louis Miscioscia - Daiwa Capital Markets America Inc., Research Division David Vogt - UBS Investment Bank, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Paul Glaser MD, SVP and Head of Pathfinder All right. Good afternoon.
HPE Expects Revenue Growth to Slow in Next Fiscal Year
The technology company expects revenue to grow between 5% to 10% for fiscal 2026 as it targets higher-growth businesses to improve profit.
HPE Gains From Server Refresh Cycle: Sign of More Growth?
Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.
Should You Buy, Sell or Hold HPE Stock After a 14.3% Rise YTD?
Hewlett Packard's cloud and networking growth, plus its discounted valuation, makes it a stock to watch despite near-term IT spending headwinds.
HPE's AI Systems Revenues Hit $1.6B: Is it the Next Growth Catalyst?
Hewlett Packard Enterprise's AI Systems revenues surge to a record $1.6B in Q3, fueled by rapid order growth and expanding NVIDIA collaboration.
Hewlett Packard Enterprise (HPE) Up 5.7% Since Last Earnings Report: Can It Continue?
Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock?
HPE vs. SIMO: Which Stock Is the Better Value Option?
Investors interested in Computer - Integrated Systems stocks are likely familiar with Hewlett Packard Enterprise (HPE) and Silicon Motion (SIMO). But which of these two stocks is more attractive to value investors?
HPE's Networking Business Improves: What's Driving the Growth?
Hewlett Packard Enterprise's Juniper deal boosts networking revenues 54% and profits 43%, sharpening its edge against Cisco and Arista.
HPE or SIMO: Which Is the Better Value Stock Right Now?
Investors interested in Computer - Integrated Systems stocks are likely familiar with Hewlett Packard Enterprise (HPE) and Silicon Motion (SIMO). But which of these two stocks presents investors with the better value opportunity right now?
Should You Buy, Sell or Hold HPE Stock After a 15.9% Rise in a Month?
Hewlett Packard Enterprise rises 15.9% in a month as cloud, AI servers, and key partnerships fuel growth and keep the stock trading at a discount.
